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HW
Hedeker Wealth’s
State Street Blackstone High Income ETF
HYBL
Stock Holding History
Hedeker Wealth’s Portfolio
HYBL Stock Details
HYBL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.64M
Buy
238,334
+27,866
+13%
+$785K
1.4%
26
2025
Q4
$5.99M
Sell
210,468
-31,394
-13%
-$893K
1.26%
30
2025
Q3
$6.93M
Buy
241,862
+5,736
+2%
+$164K
1.44%
23
2025
Q2
$6.75M
Sell
236,126
-3,539
-1%
-$99.2K
1.57%
21
2025
Q1
$6.74M
Buy
239,665
+33,424
+16%
+$949K
1.81%
17
2024
Q4
$5.85M
Sell
206,241
-3,369
-2%
-$96.1K
1.46%
22
2024
Q3
$6.02M
Buy
209,610
+2,073
+1%
+$58.8K
1.6%
21
2024
Q2
$5.86M
Sell
207,537
-2,366
-1%
-$66.6K
1.7%
19
2024
Q1
$5.96M
Sell
209,903
-6,275
-3%
-$176K
1.72%
19
2023
Q4
$6.08M
Sell
216,178
-17,943
-8%
-$494K
1.92%
16
2023
Q3
$6.45M
Buy
234,121
+141,350
+152%
+$3.91M
2.24%
13
2023
Q2
$2.57M
Sell
92,771
-855
-0.9%
-$23.6K
0.86%
49
2023
Q1
$2.6M
Sell
93,626
-2,808
-3%
-$77.5K
0.92%
53
2022
Q4
$2.63M
Sell
96,434
-5,072
-5%
-$138K
0.98%
48
2022
Q3
$2.72M
Buy
+101,506
New
+$2.83M
1.06%
43
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$528M AUM
17.33%
1-Year Est. Return
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$324B AUM
22.36%
1-Year Est. Return
CWP
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$770M AUM
18.25%
1-Year Est. Return
CAMV
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Abingdon, Virginia
$592M AUM
18.59%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RG
Rathbones Group
Liverpool, United Kingdom
$25B AUM
18.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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